MG

Mitchell Group Portfolio holdings

AUM $94M
1-Year Est. Return 5.85%
This Quarter Est. Return
1 Year Est. Return
-5.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$633M
AUM Growth
-$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$13.8M
2 +$12.9M
3 +$1.86M

Top Sells

1 +$9.09M
2 +$4.85M
3 +$3.93M
4
RES icon
RPC Inc
RES
+$3.91M
5
XEC
CIMAREX ENERGY CO
XEC
+$3.8M

Sector Composition

1 Energy 88.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$12.9M 2.03%
+488,560
27
$12M 1.9%
837,640
+129,500
28
$3.73M 0.59%
124,410